Electronic Contract Manufacture (ECM) Sector Message Board

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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: Asymmetric who wrote (911)	12/2/1997 6:51:00 PM
From: jeffbas	Read Replies (1) of 2542

You make an excellent case. The discounting mechanism of the market may be telling us that 6 months ahead some of these macro issues will catch up to the rosy scenarios we are hearing about now. Or they may not. What I am having difficulty explaining is that, if this is going to be the case, then why are the two largest electronic distribution company stocks doing so well. Both were very strong today, with ARW making a new yearly high and AVT up $2. I think they would tend to reflect the macro outlook for electronics products better than most. It would be consistent with your view if the market is first killing those stocks with direct sales exposure to Asia, which ARW and AVT may not have much of.

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